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cover of episode vol.70 经济学是科学么:从中等收入陷阱和有效市场假说瞎聊起来

vol.70 经济学是科学么:从中等收入陷阱和有效市场假说瞎聊起来

2024/9/22
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有闲阶级

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本期节目像就着最近看到的两个话题瞎聊聊,最近世界银行发布了一份报告,标题就是中等收入陷阱。这个词儿大家不陌生,尤其是从中国的人均GDP渐渐逼近这个所谓的中等收入的时候,大家就已经开始讨论了,中国到底能不能跨过中等收入陷阱;另一边,FT采访到了诺奖获得者、有效市场假说的提出者尤金·法玛,老爷子在采访中表示,有效市场假说只是假说,不是事实。 那到底怎么才能跳出中等收入陷阱呢?有可以可以照方子抓的药么?于是我恍惚间觉得,经济学好像更像是玄学、而非科学…… 补充(此条补充不构成投资建议!!!):节目末尾提到A股过去十年的收益率,没有年化,年华之后的结果是1.4%,好像还是不如买国债……(同期道指可是有超过7%的年化收益率)

参考资料: World Bank country classifications by income level for 2024-2025: https://blogs.worldbank.org/en/opendata/world-bank-country-classifications-by-income-level-for-2024-2025 THE MIDDLE-INCOME TRAP: https://www.worldbank.org/en/publication/wdr2024 “Middle-Income Trap” Hinders Progress in 108 Developing Countries: https://www.worldbank.org/en/news/press-release/2024/07/22/-middle-income-trap-hinders-progress-in-108-developing-countries Overcoming the‘middle income’trap: https://www.ft.com/content/5c486ddb-61f2-4280-a61b-5e14107fb024 What Is the “Middle Income Trap”?: https://link.springer.com/chapter/10.1007/978-981-15-6540-3_1 Economist Eugene Fama: ‘Efficient markets is a hypothesis. It’s not reality’: https://www.ft.com/content/ec06fe06-6150-4f39-8175-37b9b61a5520 论睁了眼看: https://www.ziyexing.com/luxun/luxun_zw_fen_19.htm Creative Destruction: Out With the Old, in With the New: https://www.investopedia.com/terms/c/creativedestruction.asp 主播:斯坦 OP/ED:Shine